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Society Staff

Executive Director

As Executive Director of CFA Society San Francisco, Anne has the overall responsibility for shepherding the organization to deliver valuable offerings and services to members, and to extend the society’s reach in Northern California. She works closely with the Board of Directors, the professional staff at the society, partner organizations, and engaged member volunteers to create and innovate the highest quality professional education forums, career development and career transition support programs, and social networking opportunities for members, candidates, and the large Bay Area investment industry.

Membership & Volunteer Information

Michael manages all aspects of our membership including guiding volunteer efforts and committees. He works closely with members, candidates, volunteer committees, and our broader community, helping drive initiatives and collaborative opportunities which support members and help shape CFASF’s leading role in the broader financial services industry. Michael sees a natural creativity and willingness to engage within our membership as central to our work and provides the structure and resources to deliver member value.

Programs & Partnerships

Tracy manages the Society’s many programs, ranging from small to large scale. She works closely with members and volunteer committees to deliver high quality educational content, career support services, and social networking opportunities. Tracy is the liaison for event sponsors and annual partners. She pursues, maintains, and builds upon collaborative alliances within the local financial services community.

Marketing & Society Communication

Lindsey manages and creates all the public and member facing communication including newsletters, website updates, social media and advertising campaign messaging. She coordinates with the staff to create email campaigns, marketing plans, and any design or collateral for events, membership, and CFA candidates.

Society Office Manager & Finance

As the Operations Manager, Eric oversees the CFA SF office and manages the financial operations. He provides support for our membership and program managers to drive our initiatives. Working closely with the Executive Director and the Board of Directors, Eric maintains policy and procedures, budget, financial reporting and contracts.